At LifePoint Wealth Management, Inc., our family office works as your Personal CFO; we are committed towards building, managing and preserving the wealth of our clients. We believe that personalized service is essential when matching clients with robust financial products and services. Our relationship-driven approach provides comprehensive, concierge service to create a financial blueprint tailored specifically for you. Individual portfolios are based on your unique situation, your attitudes, preferences and goals. By becoming your partner in fostering the future you desire, we actively assist in pursuing your dreams and aspirations, help and work towards protecting your family and solidify your legacy.
The team at LifePoint Wealth Management, Inc. is committed to the goal of providing a high level of service, integrity and professionalism to enhance our client's total quality of life.